Leave balance

Owned by Annu
Last updated: Apr 21, 2021
2 min read

Leave balance tab

Leave balances are displayed on Leaves >> Leave balance tab for each user based on their associated leave policies, credit & debit adjustments & leave requests. Leave balance page is visible only for UpRaise admin.

  • If there is no default policy, leave balance data of the first policy available in the drop-down will be displayed.

  • Leave balances for all employees enrolled in the selected policy are reflected for the current year.

At the top, there are a few filters.

  • Select policy - Select relevant policy to see associated user’s leave balance data

  • Policy period - Different policy periods of the selected policy

  • User status - Select user status (Active. Inactive, Deleted)

  • User - Search & select user name/s

  • Leaves type - Search & select leave type/s

Leave balance calculations

Following is an example of how leave balance is calculated for each leave type associated with the selected leave policy.

As shown in the image above, leave balance is displayed for each of the leave type. For example, in case of casual leave following is the calculation.

Accrued leaves (8.5) + Credited leaves (18) - Debited leaves (10) - Availed leaves (0) + Carried forward (0) - Scheduled leaves (1) = Total casual leave balance (15.5)

A few important things to know 

  • Scheduled leaves in leave balance table are applied and approved leaves of an employee at any future date in the current year.

  • These scheduled leaves are straightforwardly deducted from the current balance even before they are availed. 

  • A newly added leave type is shown as NA to existing employees in the policy because these leaves cannot be accrued in between the calendar year. They can still apply for such leave types but the balance would go negative for these leave types that are visible only on the summary tab to the user. However, the manager will have an opportunity to approve or reject these leaves.